AVP, FP&A Technology Position Available In Lancaster, South Carolina

The Team:

Be part of the group’s success as we look for talented individuals to lead and work through evolutionary change within the finance organization. Under the guidance of the SVP, Finance, the finance team is motivated to elevate the way they support the business. Through a consultative approach, the finance team partners with the business to give them the tools to make impactful decisions for the organization. Be part of a team that is making a difference in the way LPL makes decisions. Join the Finance team at LPL Financial and help lay the groundwork for improvement within the department and company.

The Role:

Reporting directly to the SVP, Finance, the AVP, Finance role leads the financial planning and analysis function for our Technology area. The AVP, Finance partners with the business on providing decision-making support to investments and resources, forecast analysis and effective budgeting and reporting through fact-based analysis of key metrics and thoughtful recommendations, and by providing objective financial analysis of projects and trends. Finance’s mission is to be a valued business partners to line and support teams and improve the profitability of our company. The position will work to define and report on meaningful financial and operational metrics that support the business in its decisions. The individual will employ exceptional financial analysis skills to coach their team to build thoughtful and positive growth-centric recommendations and elevate what we are currently doing.

Essential Functions:

Be the primary point person interfacing between the Technology & Product Finance teams, Corporate FP&A, and Accounting to help support the SVP, Finance and Corporate FP&A needs Oversee budgeting and monthly forecasting including recommendations for improved financial performance. Provide senior management with insights into drivers of revenue, risks and opportunities. Present variance analysis results to senior management and recommend actions to meet budget. Drive continuous improvement in all financial processes, leveraging technology and staffing resources. Prepare and review financial analysis such as new business opportunities, operating platforms, pricing alternatives for presentation to leadership of the various business units, CFO, and other members of the Management Committee. Audit and review of financial models to ensure they are both accurate and updated to reflect changing business needs. Coach and develop Financial Analysts on their technical skills with forecasting, working towards reduced results variability over time.

Requirements:

Minimum 7 years of relevant experience Minimum 3 years Professional services firm or FP&A or Technology Finance experience Effective communication skills and the ability to interact effectively with all levels of management and operations Strong project management, organizational skills, and the ability to multi-task Strong quantitative skills along with the ability to take complex factors and create concise decision-supporting analyses Ability to balance a strategic thinking process with attention to detail Self-motivated and a solid team player ability to work effectively with other parts of Finance and develop a strong consultative relationship throughout the business

Preferences:

BA/BS degree in Finance, Accounting or Economics, MBA or CFA a plus.

ITFM/TBM

experience, certification a plus #

LI-PA Pay Range:

$96,900-$161,500/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (

Nasdaq:

LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial:

Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL?

Innovative Environment:

We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

Limitless Career Potential:

Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

Unified Mission:

We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

Impactful Work:

Our size is just right for you to make a real impact. Learn more here! Commitment to

Equality:

We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

Community Focus:

We care for our communities and encourage our employees to do the same. Learn more here!

Benefits and Total Rewards:

Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on

Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC1.22.25 LPL

Financial is the nation’s largest independent broker-dealer.• Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. • As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility